Halpern Financial, Inc. - SPDR S&P 500 ETF TR ownership

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SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,343 filers reported holding SPDR S&P 500 ETF TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 3.2%.

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Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$4,679,089
-3.6%
10,9460.0%1.62%
-2.8%
Q2 2023$4,852,032
+8.2%
10,946
-0.0%
1.66%
+3.1%
Q1 2023$4,483,128
+6.8%
10,951
-0.3%
1.61%
+4.7%
Q4 2022$4,199,368
+7.9%
10,981
+0.7%
1.54%
-0.1%
Q3 2022$3,893,173
-5.4%
10,900
-0.0%
1.54%
-3.9%
Q2 2022$4,113,440
-16.5%
10,9040.0%1.60%
-11.7%
Q1 2022$4,924,570
+28.4%
10,904
+35.1%
1.82%
+10.7%
Q4 2021$3,834,631
+9.1%
8,074
-1.5%
1.64%
+0.7%
Q3 2021$3,516,196
+4.7%
8,194
+4.4%
1.63%
+3.0%
Q2 2021$3,358,506
+7.8%
7,846
-0.2%
1.58%
+4.9%
Q1 2021$3,114,709
+3.3%
7,859
-2.6%
1.51%
-3.8%
Q4 2020$3,016,044
+10.7%
8,067
-0.8%
1.57%
-2.7%
Q3 2020$2,724,624
+8.7%
8,136
+0.1%
1.61%
-3.1%
Q2 2020$2,506,929
+69.3%
8,130
+41.5%
1.66%
+19.2%
Q1 2020$1,480,663
-20.3%
5,745
-0.5%
1.39%
-3.7%
Q4 2019$1,858,603–5,775–1.45%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders